RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$484K
3
+$411K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$389K
5
AAPL icon
Apple
AAPL
+$388K

Top Sells

1
+$1.35M
2
+$1.06M
3
+$853K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$533K
5
FLXS icon
Flexsteel Industries
FLXS
+$513K

Sector Composition

1 Healthcare 19.15%
2 Consumer Discretionary 13.35%
3 Communication Services 12.04%
4 Technology 11.17%
5 Consumer Staples 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 1.5%
205,173
-7,968
27
$2.81M 1.42%
32,216
+2,999
28
$1.92M 0.97%
36,912
+5,259
29
$1.89M 0.95%
61,745
+8,985
30
$1.65M 0.83%
26,119
+3,151
31
$1.57M 0.79%
55,488
+13,736
32
$1.56M 0.79%
17,434
+2,781
33
$1.55M 0.78%
10,953
+2,894
34
$1.47M 0.74%
45,815
+5,548
35
$1.44M 0.73%
102,264
+1,734
36
$1.38M 0.7%
32,666
+4,858
37
$1.35M 0.68%
42,440
+8,937
38
$1.26M 0.64%
16,756
+2,438
39
$1.25M 0.63%
15,000
-198
40
$1.23M 0.62%
32,635
+1,973
41
$1.2M 0.6%
30,460
+5,585
42
$1.17M 0.59%
8,382
+1,366
43
$1.15M 0.58%
+17,120
44
$1.1M 0.55%
20,360
+3,506
45
$1.04M 0.53%
72,438
-2,746
46
$1.04M 0.52%
8,378
+3,892
47
$1.04M 0.52%
72,332
-3,124
48
$1.03M 0.52%
19,481
+3,866
49
$879K 0.44%
4,039
+1,344
50
$715K 0.36%
49,221
+884
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2
3 4